RMDs Made Simple Webinar

Watch the recording of our live webinar, RMDs Made Simple presented by our Wealth Advisor, Alana Macy, MBA, CFP®, to learn everything there is to know about Required Minimum Distributions (RMDs). During the webinar you will learn: When you start taking Required Minimum Distributions How RMD …

Information on Medicare Annual Enrollment and More Medicare Annual Enrollment Period is October 15th – December 7th If you turned 65 in 2025, you’re probably thinking about enrolling in Medicare (if you haven’t already). If you haven’ started Social Security yet, now’s the time to apply to …

When saving for retirement, we often dream about all the things we’ll be able to do with that money—traveling, going out to eat, maybe trying new hobbies. But the reality is that there are also everyday household expenses that you should account for in your post-retirement budget. Less fun …

Choosing the right Medicare plan is one of the most important decisions seniors face. It’s also one of the most difficult. The healthcare system isn’t user-friendly to begin with. Stack all the Medicare options on top of that, and you’ve got yourself a challenge.   That’s why it’s a good id …

Have you thought about how much your healthcare will cost in retirement? Many people underestimate what they’ll need, and that can be an unwelcome reality check once you’re in retirement. According to recent findings, a 65-year-old individual retiring in 2025 will most likely spend an avera …

 Chances are we’ve all felt a bit like Rachel on the hit show “Friends” when she looked at her first paycheck in bewilderment and said, “Who’s FICA? And why’s he taking all my money?”   

Learn how to manage The Big, Irreversible Decisions Managing Cash Flow in Retirement Starting Social Security Tax Planning Opportunities Bucketing Strategy

Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …

In many cases, our parents, grandparents, and great grandparents started collecting their Social Security benefits as late in life as possible. Their generations believed it was a great way to maximize their benefits. As younger generations, we have spent our entire lives listening to their …

The transition from employment to retirement can be complex. For decades, employees and business owners received either a regular paycheck or earnings from self-employment. Suddenly, that will slow or stop. Not only will cash inflow stop, but you will also be taking money out of all these a …